HGTY Institutional Ownership
Top institutional (13F) holders of HGTY and activist (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
32
Institutional value
$234.19M
Top holder
Neuberger Berman Group LLC
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Top holders
| Holder | Filed | Value |
|---|---|---|
| Neuberger Berman Group LLCinvestment advisor | Aug 13, 2026 | $113.58M |
| MARKEL GROUP INC.investment advisor | Aug 1, 2026 | $35.9M |
| Vanguard Capital Managementinvestment advisor | Aug 13, 2026 | $22.99M |
| Vanguard Portfolio Managementinvestment advisor | Aug 13, 2026 | $19.67M |
| BlackRock, Inc.holding company | Aug 7, 2026 | $8.56M |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | Aug 12, 2026 | $5.33M |
| Dimensional Fund Advisors LPinvestment advisor | Aug 11, 2026 | $4.47M |
| MORGAN STANLEYinvestment advisor | Aug 13, 2026 | $3.66M |
| STATE STREET CORPORATIONholding company | Sep 22, 2026 | $3.15M |
| BROWN ADVISORY INCinvestment advisor | Aug 15, 2026 | $2.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | Aug 14, 2026 | $2.55M |
| UBS Group AGinvestment advisor | Aug 13, 2026 | $2.45M |
| NORTHERN TRUST CORPinvestment advisor | Aug 13, 2026 | $1.31M |
| Swiss National Bankinvestment advisor | Aug 11, 2026 | $966.2K |
| RENAISSANCE TECHNOLOGIES LLCinvestment advisor | Aug 13, 2026 | $873.4K |
| CITADEL ADVISORS LLCinvestment advisor | Sep 1, 2026 | $857.5K |
| TWO SIGMA INVESTMENTS, LPinvestment advisor | Aug 14, 2026 | $853.6K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMinvestment advisor | Aug 24, 2026 | $651.6K |
| GOLDMAN SACHS GROUP INCinvestment advisor | Aug 14, 2026 | $618.8K |
| D. E. Shaw & Co., Inc.investment advisor | Aug 14, 2026 | $573.7K |
| Bank of New York Mellon Corpholding company | Aug 6, 2026 | $464.9K |
| Schonfeld Strategic Advisors LLCinvestment advisor | Aug 14, 2026 | $447.7K |
| AQR CAPITAL MANAGEMENT LLCinvestment advisor | Aug 14, 2026 | $434.1K |
| ROYAL BANK OF CANADAinvestment advisor | Aug 14, 2026 | $329K |
| BANK OF AMERICA CORP /DE/investment advisor | Aug 14, 2026 | $286.3K |
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.